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Hughes Financial Services’s Pultegroup PHM Stock Holding History

Hughes Financial Services’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57K Buy
26
+8
+44% +$972 ﹤0.01% 617
2026
Q1 		$2.12K Buy
18
+2
+13% +$256 ﹤0.01% 586
2025
Q4 		$1.88K Buy
16
+1
+7% +$123 ﹤0.01% 573
2025
Q3 		$1.8K Hold
15
– – ﹤0.01% 583
2025
Q2 		$1.8K Sell
15
-5
-25% -$504 ﹤0.01% 570
2025
Q1 		$2.06K Buy
+20
New +$2.16K ﹤0.01% 567

Other funds holding PHM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Hughes Financial Services's PHM Position: Q2 2026 in Review

Hughes Financial Services increased its Pultegroup (PHM) stake by 44% in Q2 2026, buying an estimated $972 and bringing the position to 26 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Hughes Financial Services first reported a position in PHM in Q1 2025 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • Hughes Financial Services held 26 shares of Pultegroup worth $3.57K as of Q2 2026.
  • Hughes Financial Services bought 8 Pultegroup shares in Q2 2026, an estimated $972.
  • Pultegroup made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #617 holding.
  • Hughes Financial Services first reported a position in Pultegroup in Q1 2025 and has held it in 6 quarters since.
  • 252 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.